From ec098c8d68353b56de99a53e9920dc7a8e21c889 Mon Sep 17 00:00:00 2001 From: Ken Tandrian <60643640+KenTandrian@users.noreply.github.com> Date: Tue, 18 Feb 2025 01:21:08 +0700 Subject: [PATCH] Feature/extend tooltip of treemap chart (#4323) * feat(ui): Extend tooltip * allocation * change * performance * feat(sb): add story for treemap chart * Update changelog --- CHANGELOG.md | 1 + .../treemap-chart.component.stories.ts | 392 ++++++++++++++++++ .../treemap-chart/treemap-chart.component.ts | 30 +- 3 files changed, 417 insertions(+), 6 deletions(-) create mode 100644 libs/ui/src/lib/treemap-chart/treemap-chart.component.stories.ts diff --git a/CHANGELOG.md b/CHANGELOG.md index 9c26756a..cfd35824 100644 --- a/CHANGELOG.md +++ b/CHANGELOG.md @@ -15,6 +15,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0 ### Added +- Extended the tooltip in the chart of the holdings tab on the home page by the allocation, change and performance - Added a new static portfolio analysis rule: _Regional Market Cluster Risk_ (Asia-Pacific Markets) - Added a new static portfolio analysis rule: _Regional Market Cluster Risk_ (Japan) - Added support to create custom tags in the holding detail dialog (experimental) diff --git a/libs/ui/src/lib/treemap-chart/treemap-chart.component.stories.ts b/libs/ui/src/lib/treemap-chart/treemap-chart.component.stories.ts new file mode 100644 index 00000000..2000b4f9 --- /dev/null +++ b/libs/ui/src/lib/treemap-chart/treemap-chart.component.stories.ts @@ -0,0 +1,392 @@ +import { CommonModule } from '@angular/common'; +import '@angular/localize/init'; +import { moduleMetadata } from '@storybook/angular'; +import type { Meta, StoryObj } from '@storybook/angular'; +import { NgxSkeletonLoaderModule } from 'ngx-skeleton-loader'; + +import { GfTreemapChartComponent } from './treemap-chart.component'; + +export default { + title: 'Treemap Chart', + component: GfTreemapChartComponent, + decorators: [ + moduleMetadata({ + imports: [CommonModule, NgxSkeletonLoaderModule] + }) + ], + argTypes: { + colorScheme: { + control: { + type: 'select' + }, + options: ['DARK', 'LIGHT'] + }, + cursor: { + control: { + type: 'select' + }, + options: ['', 'pointer'] + } + } +} as Meta; + +type Story = StoryObj; + +export const Default: Story = { + args: { + baseCurrency: 'USD', + colorScheme: 'LIGHT', + cursor: undefined, + dateRange: 'mtd', + holdings: [ + { + allocationInPercentage: 0.042990776363386086, + assetClass: 'EQUITY', + assetSubClass: 'STOCK', + countries: [], + currency: 'USD', + dataSource: 'YAHOO', + dateOfFirstActivity: new Date('2021-12-01T00:00:00.000Z'), + dividend: 0, + grossPerformance: 3856, + grossPerformancePercent: 0.46047289228564603, + grossPerformancePercentWithCurrencyEffect: 0.46047289228564603, + grossPerformanceWithCurrencyEffect: 3856, + holdings: [], + investment: 8374, + marketPrice: 244.6, + name: 'Apple Inc', + netPerformance: 3855, + netPerformancePercent: 0.460353475041796, + netPerformancePercentWithCurrencyEffect: 0.036440677966101696, + netPerformanceWithCurrencyEffect: 430, + quantity: 50, + sectors: [], + symbol: 'AAPL', + tags: [], + transactionCount: 1, + url: 'https://www.apple.com', + valueInBaseCurrency: 12230 + }, + { + allocationInPercentage: 0.02377401948293552, + assetClass: 'EQUITY', + assetSubClass: 'STOCK', + countries: [], + currency: 'EUR', + dataSource: 'YAHOO', + dateOfFirstActivity: new Date('2021-04-23T00:00:00.000Z'), + dividend: 192, + grossPerformance: 2226.700251889169, + grossPerformancePercent: 0.49083842309827874, + grossPerformancePercentWithCurrencyEffect: 0.29306136948826367, + grossPerformanceWithCurrencyEffect: 1532.8272791336772, + holdings: [], + investment: 4536.523929471033, + marketPrice: 322.2, + name: 'Allianz SE', + netPerformance: 2222.2921914357685, + netPerformancePercent: 0.48986674069961134, + netPerformancePercentWithCurrencyEffect: 0.034489367670592026, + netPerformanceWithCurrencyEffect: 225.48257403052068, + quantity: 20, + sectors: [], + symbol: 'ALV.DE', + tags: [], + transactionCount: 2, + url: 'https://www.allianz.com', + valueInBaseCurrency: 6763.224181360202 + }, + { + allocationInPercentage: 0.08038536990007467, + assetClass: 'EQUITY', + assetSubClass: 'STOCK', + countries: [], + currency: 'USD', + dataSource: 'YAHOO', + dateOfFirstActivity: new Date('2018-10-01T00:00:00.000Z'), + dividend: 0, + grossPerformance: 12758.05, + grossPerformancePercent: 1.2619300787837724, + grossPerformancePercentWithCurrencyEffect: 1.2619300787837724, + grossPerformanceWithCurrencyEffect: 12758.05, + holdings: [], + investment: 10109.95, + marketPrice: 228.68, + name: 'Amazon.com, Inc.', + netPerformance: 12677.26, + netPerformancePercent: 1.253938941339967, + netPerformancePercentWithCurrencyEffect: -0.037866008722316276, + netPerformanceWithCurrencyEffect: -899.99926757812, + quantity: 100, + sectors: [], + symbol: 'AMZN', + tags: [], + transactionCount: 1, + url: 'https://www.aboutamazon.com', + valueInBaseCurrency: 22868 + }, + { + allocationInPercentage: 0.19216416482928922, + assetClass: 'LIQUIDITY', + assetSubClass: 'CRYPTOCURRENCY', + countries: [], + currency: 'USD', + dataSource: 'COINGECKO', + dateOfFirstActivity: new Date('2017-08-16T00:00:00.000Z'), + dividend: 0, + grossPerformance: 52666.7898248, + grossPerformancePercent: 26.333394912400003, + grossPerformancePercentWithCurrencyEffect: 26.333394912400003, + grossPerformanceWithCurrencyEffect: 52666.7898248, + holdings: [], + investment: 1999.9999999999998, + marketPrice: 97364, + name: 'Bitcoin', + netPerformance: 52636.8898248, + netPerformancePercent: 26.3184449124, + netPerformancePercentWithCurrencyEffect: -0.04760906442310894, + netPerformanceWithCurrencyEffect: -2732.737808972287, + quantity: 0.5614682, + sectors: [], + symbol: 'bitcoin', + tags: [], + transactionCount: 1, + url: null, + valueInBaseCurrency: 54666.7898248 + }, + { + allocationInPercentage: 0.007378652850073097, + assetClass: 'FIXED_INCOME', + assetSubClass: 'BOND', + countries: [], + currency: 'EUR', + dataSource: 'MANUAL', + dateOfFirstActivity: new Date('2021-02-01T00:00:00.000Z'), + dividend: 11.45, + grossPerformance: 0, + grossPerformancePercent: 0, + grossPerformancePercentWithCurrencyEffect: -0.1247202380342517, + grossPerformanceWithCurrencyEffect: -258.2576430160448, + holdings: [], + investment: 2099.0764063811926, + marketPrice: 1, + name: 'Bondora Go & Grow', + netPerformance: 0, + netPerformancePercent: 0, + netPerformancePercentWithCurrencyEffect: 0.009445843828715519, + netPerformanceWithCurrencyEffect: 19.6420125363184, + quantity: 2000, + sectors: [], + symbol: 'BONDORA_GO_AND_GROW', + tags: [], + transactionCount: 5, + url: null, + valueInBaseCurrency: 2099.0764063811926 + }, + { + allocationInPercentage: 0.07787531695543741, + assetClass: 'EQUITY', + assetSubClass: 'ETF', + countries: [], + currency: 'CHF', + dataSource: 'MANUAL', + dateOfFirstActivity: new Date('2021-04-01T00:00:00.000Z'), + dividend: 0, + grossPerformance: 4550.843985045582, + grossPerformancePercent: 0.3631417324494093, + grossPerformancePercentWithCurrencyEffect: 0.42037247857285137, + grossPerformanceWithCurrencyEffect: 5107.057936556927, + holdings: [], + investment: 17603.097090932337, + marketPrice: 188.22, + name: 'frankly Extreme 95 Index', + netPerformance: 4550.843985045582, + netPerformancePercent: 0.3631417324494093, + netPerformancePercentWithCurrencyEffect: 0.026190604904358043, + netPerformanceWithCurrencyEffect: 565.4165171873152, + quantity: 105.87328656807, + sectors: [], + symbol: 'FRANKLY95P', + tags: [], + transactionCount: 6, + url: 'https://www.frankly.ch', + valueInBaseCurrency: 22153.941075977917 + }, + { + allocationInPercentage: 0.04307127421937313, + assetClass: 'EQUITY', + assetSubClass: 'STOCK', + countries: [], + currency: 'USD', + dataSource: 'YAHOO', + dateOfFirstActivity: new Date('2023-01-03T00:00:00.000Z'), + dividend: 0, + grossPerformance: 5065.5, + grossPerformancePercent: 0.7047750229568411, + grossPerformancePercentWithCurrencyEffect: 0.7047750229568411, + grossPerformanceWithCurrencyEffect: 5065.5, + holdings: [], + investment: 7187.4, + marketPrice: 408.43, + name: 'Microsoft Corporation', + netPerformance: 5065.5, + netPerformancePercent: 0.7047750229568411, + netPerformancePercentWithCurrencyEffect: -0.015973588391056275, + netPerformanceWithCurrencyEffect: -198.899926757814, + quantity: 30, + sectors: [], + symbol: 'MSFT', + tags: [], + transactionCount: 1, + url: 'https://www.microsoft.com', + valueInBaseCurrency: 12252.9 + }, + { + allocationInPercentage: 0.18762679306394897, + assetClass: 'EQUITY', + assetSubClass: 'STOCK', + countries: [], + currency: 'USD', + dataSource: 'YAHOO', + dateOfFirstActivity: new Date('2017-01-03T00:00:00.000Z'), + dividend: 0, + grossPerformance: 51227.500000005, + grossPerformancePercent: 23.843379101756675, + grossPerformancePercentWithCurrencyEffect: 23.843379101756675, + grossPerformanceWithCurrencyEffect: 51227.500000005, + holdings: [], + investment: 2148.499999995, + marketPrice: 355.84, + name: 'Tesla, Inc.', + netPerformance: 51197.500000005, + netPerformancePercent: 23.829415871596066, + netPerformancePercentWithCurrencyEffect: -0.12051410125545206, + netPerformanceWithCurrencyEffect: -7314.00091552734, + quantity: 150, + sectors: [], + symbol: 'TSLA', + tags: [], + transactionCount: 1, + url: 'https://www.tesla.com', + valueInBaseCurrency: 53376 + }, + { + allocationInPercentage: 0.053051250766657634, + assetClass: 'EQUITY', + assetSubClass: 'ETF', + countries: [], + currency: 'USD', + dataSource: 'YAHOO', + dateOfFirstActivity: new Date('2019-03-01T00:00:00.000Z'), + dividend: 0, + grossPerformance: 6845.8, + grossPerformancePercent: 1.0164758094605268, + grossPerformancePercentWithCurrencyEffect: 1.0164758094605268, + grossPerformanceWithCurrencyEffect: 6845.8, + holdings: [], + investment: 8246.2, + marketPrice: 301.84, + name: 'Vanguard Total Stock Market Index Fund ETF Shares', + netPerformance: 6746.3, + netPerformancePercent: 1.0017018833976383, + netPerformancePercentWithCurrencyEffect: 0.01085061564051406, + netPerformanceWithCurrencyEffect: 161.99969482422, + quantity: 50, + sectors: [], + symbol: 'VTI', + tags: [], + transactionCount: 5, + url: 'https://www.vanguard.com', + valueInBaseCurrency: 15092 + }, + { + allocationInPercentage: 0.0836576192450555, + assetClass: 'EQUITY', + assetSubClass: 'ETF', + countries: [], + currency: 'CHF', + dataSource: 'YAHOO', + dateOfFirstActivity: new Date('2018-03-01T00:00:00.000Z'), + dividend: 0, + grossPerformance: 6462.42356864925, + grossPerformancePercent: 0.5463044783973836, + grossPerformancePercentWithCurrencyEffect: 0.6282343505275325, + grossPerformanceWithCurrencyEffect: 7121.935580698947, + holdings: [], + investment: 17336.464702612564, + marketPrice: 129.74, + name: 'Vanguard FTSE All-World UCITS ETF', + netPerformance: 6373.040578098944, + netPerformancePercent: 0.5387484388540966, + netPerformancePercentWithCurrencyEffect: 0.008409682389650015, + netPerformanceWithCurrencyEffect: 198.47200506226807, + quantity: 165, + sectors: [], + symbol: 'VWRL.SW', + tags: [], + transactionCount: 5, + url: 'https://www.vanguard.com', + valueInBaseCurrency: 23798.888271261814 + }, + { + allocationInPercentage: 0.03265192235898284, + assetClass: 'EQUITY', + assetSubClass: 'ETF', + countries: [], + currency: 'EUR', + dataSource: 'YAHOO', + dateOfFirstActivity: new Date('2021-08-19T00:00:00.000Z'), + dividend: 0, + grossPerformance: 3112.7991183879094, + grossPerformancePercent: 0.5040147846036197, + grossPerformancePercentWithCurrencyEffect: 0.3516875105542396, + grossPerformanceWithCurrencyEffect: 2416.799201046856, + holdings: [], + investment: 6176.007556675063, + marketPrice: 118.005, + name: 'Xtrackers MSCI World UCITS ETF 1C', + netPerformance: 3081.4179261125105, + netPerformancePercent: 0.4989336392216841, + netPerformancePercentWithCurrencyEffect: 0.006460676966633529, + netPerformanceWithCurrencyEffect: 59.626750161726044, + quantity: 75, + sectors: [], + symbol: 'XDWD.DE', + tags: [], + transactionCount: 1, + url: null, + valueInBaseCurrency: 9288.806675062973 + }, + { + allocationInPercentage: 0.17537283996478595, + assetClass: 'LIQUIDITY', + assetSubClass: 'CASH', + countries: [], + currency: 'USD', + dataSource: 'MANUAL', + dateOfFirstActivity: new Date('2021-04-01T00:00:00.000Z'), + dividend: 0, + grossPerformance: 0, + grossPerformancePercent: 0, + grossPerformancePercentWithCurrencyEffect: 0, + grossPerformanceWithCurrencyEffect: 0, + holdings: [], + investment: 49890, + marketPrice: 0, + name: 'USD', + netPerformance: 0, + netPerformancePercent: 0, + netPerformancePercentWithCurrencyEffect: 0, + netPerformanceWithCurrencyEffect: 0, + quantity: 0, + sectors: [], + symbol: 'USD', + tags: [], + transactionCount: 0, + valueInBaseCurrency: 49890 + } + ], + locale: 'en-US' + } +}; diff --git a/libs/ui/src/lib/treemap-chart/treemap-chart.component.ts b/libs/ui/src/lib/treemap-chart/treemap-chart.component.ts index 4c3167c9..8c5ee94d 100644 --- a/libs/ui/src/lib/treemap-chart/treemap-chart.component.ts +++ b/libs/ui/src/lib/treemap-chart/treemap-chart.component.ts @@ -342,24 +342,42 @@ export class GfTreemapChartComponent }), callbacks: { label: (context) => { + const allocationInPercentage = `${((context.raw._data.allocationInPercentage as number) * 100).toFixed(2)}%`; const name = context.raw._data.name; + const sign = + context.raw._data.netPerformancePercentWithCurrencyEffect > 0 + ? '+' + : ''; const symbol = context.raw._data.symbol; + const netPerformanceInPercentageWithSign = `${sign}${(context.raw._data.netPerformancePercentWithCurrencyEffect * 100).toFixed(2)}%`; + if (context.raw._data.valueInBaseCurrency !== null) { const value = context.raw._data.valueInBaseCurrency as number; return [ - `${name ?? symbol}`, + `${name ?? symbol} (${allocationInPercentage})`, `${value.toLocaleString(this.locale, { maximumFractionDigits: 2, minimumFractionDigits: 2 - })} ${this.baseCurrency}` + })} ${this.baseCurrency}`, + '', + $localize`Change` + ' (' + $localize`Performance` + ')', + `${sign}${context.raw._data.netPerformanceWithCurrencyEffect.toLocaleString( + this.locale, + { + maximumFractionDigits: 2, + minimumFractionDigits: 2 + } + )} ${this.baseCurrency} (${netPerformanceInPercentageWithSign})` ]; } else { - const percentage = - (context.raw._data.allocationInPercentage as number) * 100; - - return [`${name ?? symbol}`, `${percentage.toFixed(2)}%`]; + return [ + `${name ?? symbol} (${allocationInPercentage})`, + '', + $localize`Performance`, + netPerformanceInPercentageWithSign + ]; } }, title: () => {